James Ahlschwede
Round Table Investment Strategies · Lincoln, Nebraska
James Ahlschwede is a fee-only financial advisor at Round Table Investment Strategies in Lincoln, Nebraska, who holds the CFP credential. James focuses on retirement planning, tax planning and estate & legacy planning. Round Table Investment Strategies reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Round Table Investment Strategies |
|---|---|
| Based in | Lincoln, Nebraska |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Assets under management | $106.7M across 382 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CO, NE, TX, WI · CRD 4692277 |
| Exams passed | Series 66 (2003) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.rtinvestments.com |
How James's firm compares
- Round Table Investment Strategies's average account is about $279,000, from its Form ADV (assets managed divided by 382 accounts).
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Questions about James
Is James Ahlschwede a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Round Table Investment Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Round Table Investment Strategies, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does James work with clients virtually?
Yes. Round Table Investment Strategies says on its website that it works with clients remotely.
Where is James Ahlschwede based?
James Ahlschwede is based in Lincoln, Nebraska.
What does James specialize in?
James's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does James Ahlschwede hold?
James Ahlschwede holds the CFP credential.
Is James Ahlschwede registered with the SEC?
Yes. James Ahlschwede is registered as an investment adviser representative in CA, CO, NE, TX and WI (CRD 4692277), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Round Table Investment Strategies manage?
Round Table Investment Strategies reports $106.7M across 382 accounts in assets under management.
How do I contact James Ahlschwede?
Through James's website, www.rtinvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Round Table Investment Strategies website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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